Email Setup
Email capture overview
Use Klienta dropboxes to file CRM-relevant email without mailbox takeover.
When to use this
Use this when you need to explain how Klienta captures CRM email, why Gmail OAuth is not required, or where employees should copy messages.
Klienta captures CRM Email Threads through Email Dropboxes. Employees BCC, forward, or autoforward CRM-relevant messages into Klienta after their email address is approved.
Before you start
- Confirm the employee has an approved Email Connection.
- Decide whether the message should use a Personal Dropbox or a Context Dropbox.
- Confirm the target contact, assignment, pipeline item, or thread exists when precise filing matters.
Steps
- Open Email Setup.
- Confirm the employee sender address is approved.
- Copy the Personal Dropbox for general filing or a Context Dropbox from the contact or pipeline surface.
- BCC or forward the CRM-relevant email to the chosen dropbox.
- Check the Dropbox Acknowledgement to confirm whether the message filed, needs review, or was rejected.
What happens next
Filed email appears as captured CRM evidence for the matched contact, assignment, pipeline item, offer, or thread. Klienta does not import old mailbox history or scan private Gmail content.
Troubleshooting
- Rejected sender means the sending email address is not approved.
- Needs review means Klienta received the message but could not safely match it.
- Missing historical email is expected; capture starts after setup.